Kraft Heinz: Tomato Conservation Sets a Precedent
In the agricultural industry, sustainable thinking and production must also be financially viable. With the financial clout of an international food conglomerate, green approaches can be implemented in the field. The US food giant Kraft Heinz provides a positive example. Behind the scenes, everything here revolves around radical sustainability and the restoration of depleted farmland. True to the historic motto of company founder Henry J. Heinz—”To improve the product on the shelf, you must first improve the crops in the soil”—the ketchup market leader focuses primarily on protecting its most valuable resource. The company is vigorously pursuing its ambitious core goal of sourcing 100% of the ketchup tomatoes it processes worldwide from sustainable farms. Through concrete regenerative measures such as intercropping in California and targeted crop rotations in Spain, partner farmers are already succeeding in measurably building up the humus layer and maintaining stable yields.
In addition to crop farming, the company is also applying significant leverage directly at its 75 global production facilities. As a result, Kraft Heinz has rapidly increased the share of renewable electricity and has already reduced water consumption by nearly 20% in extremely vulnerable areas. Technological innovations such as AI-driven supply chain optimizations and partnerships for plastic-free packaging are further driving the green transition. Exciting news for investors: The planned spin-off has been called off, and the focus is now on restructuring and strengthening the entire group. The stock is currently trading near its 6-year low at around USD 21. Analysts on the LSEG platform estimate a 2027 P/E ratio of 10.5 at this level. Historically speaking, that is not too expensive for the ketchup giant!
From Chemicals to Biologicals: Can Bayer Give MustGrow’s Stock the Boost It Needs?
The future of global food production is no longer determined solely by the amount of land under cultivation—it increasingly depends on the microbiome beneath our feet. Faced with a rapidly growing global population and simultaneous bans on intensive chemical pesticides, the agricultural sector is under extreme pressure to innovate. A groundbreaking study published in the journal Nature Food highlighted how fundamental this shift is: soil health alone is responsible for approximately 12% of the global variations in crop production.
This is where the biotech company MustGrow Biologics comes in, revolutionizing the market with a patented platform based on natural mustard compounds. The company focuses on two proprietary products: TerraSante™ for biofertility and the pre-registered TerraMG™ for biological crop protection.
With TerraSante™, the Canadian company has long since moved beyond the laboratory phase and is now shifting into industrial-scale production. Although supply bottlenecks at contract manufacturers and costly air freight briefly slowed TerraSante™ revenue in the second quarter of 2026, the fundamental growth story remains completely unaffected. By mid-August, TerraSante™ revenue had already reached CAD 0.9 million, representing a substantial jump of over 46% compared to the entire previous year. The operational shift is now underway. The transition from expensive air freight to low-cost ocean freight, along with new production lines, is expected to drive margins toward target levels.
Today, October 7, COO Colin Bletsky will provide exciting insights into this medium-term growth strategy at the 20th International Investment Forum.
A key factor for MustGrow’s outlook is its exclusive partnership with agricultural giant Bayer covering Europe, the Middle East, and Africa. In August, MustGrow received its first milestone payment from Bayer. MustGrow estimates the total value of the collaboration, including the upfront payment, milestones, and development work, at around USD 35 to USD 40 million over 5 to 7 years to advance the approval and commercialization of TerraMG™. MustGrow Biologics has also streamlined its business by divesting its lower-margin third-party operations, sharpening its focus on its own product platform. Licensing revenue from Bayer contributed CAD 1.4 million in the second quarter of 2026, while the company reported net income of CAD 0.4 million despite logistical challenges. Based on these developments, research firm GBC AG forecasts revenue to increase from the currently expected CAD 3.50 million in 2026 to CAD 31.56 million by 2028. With around 110 granted and pending patents, the stock remains a highly promising investment opportunity for the future of global food security.
EUR 1 Billion Fund to Combat the Crisis: How Unilever Is Radically Transforming the Cultivation of Its Global Brands
Consumer goods giant Unilever is fully committing to regenerative agriculture to combat dwindling yields and depleted soils. The company’s stated core goal is to convert an impressive one million hectares of farmland worldwide to soil-conserving cultivation methods by 2030. To put this ambitious plan into practice, the company defined its own “Regenerative Agriculture Principles” as early as 2021. These guidelines aim to strengthen biodiversity, minimize water consumption, and systematically restore global soil health. In particular, core food brands such as Knorr are driving this transformation on a massive scale and integrating these guidelines into their global supply chains. In specific projects, ranging from soybean cultivation in the US to jasmine rice in Thailand, partner farms are testing the use of cover crops, reduced tillage, and natural fertilizers. These environmental protection programs are financed, among other sources, by a specially created Climate & Nature Fund worth EUR 1 billion. Despite the enormous financial investment, the transformation is not proceeding without hurdles, as transitioning complex supply chains is extremely time-consuming.
Recent data underscores this challenge: by early 2026, only a small portion of the targeted total area had been successfully converted to the new, sustainable systems. Nevertheless, management remains committed to this strategic course, as healthy soils are the only long-term guarantee of the Group’s pricing power and supply security. The stock is up a solid 12% over the past 12 months and offers a current dividend yield of 3.5%. Exciting!
The stock markets continue to revel in their AI and high-tech euphoria; almost daily, tech stocks on the NASDAQ surge to new heights. Meanwhile, high valuations, sharply rising interest rates, and rampant inflation around the globe are being overlooked. High energy prices are also weighing on the food sector. Here, however, investors can at least invest sustainably—something that is rather doubtful when it comes to building gigawatt-scale power capacity to support rapid AI growth.
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